CIK 1971230
Ruggaard & Associates LLC
Institutional 13F holdings & portfolio
Holdings
121
Portfolio Value
$1M+
Latest Report
Dec 31, 2025
Report Periods
1
Holdings
13F filings as of Dec 31, 2025 · Showing 51–100 of 121
| Ticker | Company | Shares | Value | Type |
|---|---|---|---|---|
| COST | COSTCO WHSL CORP NEW | 781 | $500K+ | SH |
| XOM | EXXON MOBIL CORP | 6K | $500K+ | SH |
| INGR | INGREDION INC | 6K | $500K+ | SH |
| VLO | VALERO ENERGY CORP | 4K | $500K+ | SH |
| IJH | ISHARES TR | 10K | $500K+ | SH |
| BNS | BANK NOVA SCOTIA HALIFAX | 9K | $500K+ | SH |
| SCHM | SCHWAB STRATEGIC TR | 19K | $500K+ | SH |
| ELV | ELEVANCE HEALTH INC FORMERLY | 2K | $500K+ | SH |
| CSCO | CISCO SYS INC | 7K | $500K+ | SH |
| EXP | EAGLE MATLS INC | 3K | $500K+ | SH |
| JNJ | JOHNSON & JOHNSON | 3K | $500K+ | SH |
| JMST | J P MORGAN EXCHANGE TRADED F | 11K | $500K+ | SH |
| SU | SUNCOR ENERGY INC NEW | 13K | $500K+ | SH |
| V | VISA INC | 2K | $500K+ | SH |
| AVGO | BROADCOM INC | 2K | $500K+ | SH |
| IWB | ISHARES TR | 1K | $500K+ | SH |
| ITOT | ISHARES TR | 3K | $500K+ | SH |
| LADR | LADDER CAP CORP | 46K | $500K+ | SH |
| TMO | THERMO FISHER SCIENTIFIC INC | 848 | $100K–$500K | SH |
| ABT | ABBOTT LABS | 4K | $100K–$500K | SH |
| XLK | SELECT SECTOR SPDR TR | 3K | $100K–$500K | SH |
| AXP | AMERICAN EXPRESS CO | 1K | $100K–$500K | SH |
| LLY | ELI LILLY & CO | 417 | $100K–$500K | SH |
| GATX | GATX CORP | 3K | $100K–$500K | SH |
| SCHA | SCHWAB STRATEGIC TR | 15K | $100K–$500K | SH |
| PG | PROCTER AND GAMBLE CO | 3K | $100K–$500K | SH |
| ACWI | ISHARES TR | 3K | $100K–$500K | SH |
| PEP | PEPSICO INC | 3K | $100K–$500K | SH |
| DE | DEERE & CO | 846 | $100K–$500K | SH |
| MDY | SPDR S&P MIDCAP 400 ETF TR | 650 | $100K–$500K | SH |
| COF | CAPITAL ONE FINL CORP | 2K | $100K–$500K | SH |
| MCD | MCDONALDS CORP | 1K | $100K–$500K | SH |
| GLD | SPDR GOLD TR | 943 | $100K–$500K | SH |
| PGR | PROGRESSIVE CORP | 2K | $100K–$500K | SH |
| TRV | TRAVELERS COMPANIES INC | 1K | $100K–$500K | SH |
| DG | DOLLAR GEN CORP NEW | 3K | $100K–$500K | SH |
| QQQ | INVESCO QQQ TR | 554 | $100K–$500K | SH |
| BRK.B | BERKSHIRE HATHAWAY INC DEL | 675 | $100K–$500K | SH |
| VXF | VANGUARD INDEX FDS | 2K | $100K–$500K | SH |
| ALC | ALCON AG | 4K | $100K–$500K | SH |
| CNI | CANADIAN NATL RY CO | 3K | $100K–$500K | SH |
| PSX | PHILLIPS 66 | 3K | $100K–$500K | SH |
| TSEM | TOWER SEMICONDUCTOR LTD | 3K | $100K–$500K | SH |
| BKH | BLACK HILLS CORP | 5K | $100K–$500K | SH |
| CNQ | CANADIAN NAT RES LTD | 10K | $100K–$500K | SH |
| NTR | NUTRIEN LTD | 5K | $100K–$500K | SH |
| HD | HOME DEPOT INC | 876 | $100K–$500K | SH |
| TJX | TJX COS INC NEW | 2K | $100K–$500K | SH |
| IWS | ISHARES TR | 2K | $100K–$500K | SH |
| MSI | MOTOROLA SOLUTIONS INC | 738 | $100K–$500K | SH |